Equilibrium

Certified B Corporation
Headquarters

Oregon, United States

Certified Since

August 2009

Industry

Equity investing - Developed Markets

Sector

Service with Minor Environmental Footprint

Operates In

United States

Equilibrium innovates and manages sustainability-driven real asset investment strategies and products for institutional investors. It believes sustainability drives economic value, portfolio advantage, alpha returns, and intentional positive impact on our environment and community. Each Equilibrium real assets investment strategy and portfolio builds on these macro-trends and economic advantages. Equilibrium builds proprietary real asset strategies in three sectors: advanced agriculture, renewable resources, and sustainable real estate. Equilibrium constructs its strategy teams to combine the asset management capability of sophisticated investment managers with the on-the-ground experience of world-class operators. Equilibrium is organized around four functions: 1) Innovate unique investment products; 2) Manage and operate portfolios of productive real assets; 3) Administer and structure the portfolio to deliver transparency and value, and 4) Raise and scale capital from institutional investors. With offices in San Francisco, Portland, and London, Equilibrium serves investors globally.

Overall B Impact Score

Based on the B Impact assessment, Equilibrium earned an overall score of 156.0. The median score for ordinary businesses who complete the assessment is currently 50.9.
156
156 Overall B Impact Score
80 Qualifies for B Corp Certification
50.9 Median Score for Ordinary Businesses

Governance 24.3

The Governance Impact Area evaluates a company's overall mission, engagement around its social and environmental impact, ethics, and transparency. This section also evaluates the ability of a company to protect their mission and formally consider stakeholders in decision making through their corporate structure (e.g. benefit corporation) or corporate governing documents.

Mission & Engagement5.7
Ethics & Transparency8.6
+ Mission Locked10

What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.


Workers 42.0

The Workers Impact Area evaluates a company's contributions to its employees' financial security, health and safety, wellness, career development, as well as overall engagement and satisfaction. In addition, this section recognizes business models designed to benefit workers, such as companies that are at least 40% owned by non-executive employees and those that have workforce development programs to support individuals with barriers to employment.

Financial Security17.4
Health, Wellness, & Safety11.5
Career Development6.6
Engagement & Satisfaction5.6

Community 22.2

The Community Impact Area evaluates a company's engagement with and impact on the communities in which it operates, hires from, and sources from. Topics include diversity, equity, and inclusion; economic impact; civic engagement; charitable giving; and supply chain management. In addition, this section recognizes business models that are designed to address specific community-oriented problems, such as poverty alleviation through fair trade sourcing or distribution via microenterprises, producer cooperative models, locally focused economic development, and formal charitable giving commitments.

Diversity, Equity, & Inclusion7.3
Economic Impact7.0
Civic Engagement & Giving4.5
Supply Chain Management2.2

Environment 15.1

The Environment Impact Area evaluates a company's overall environmental management practices as well as its impact on the air, climate, water, land, and biodiversity. This includes the direct impact of a company's operations and, when applicable, its supply chain and distribution channels. This section also recognizes companies with environmentally innovative production processes and those that sell products or services that have a positive environmental impact. Some examples might include products and services that create renewable energy, reduce consumption or waste, conserve land or wildlife, provide less toxic alternatives to the market, or educate people about environmental problems.

Environmental Management5.6
Air & Climate3.5
Water2.0
Land & Life4.0

Customers 52.0

The Customers Impact Area evaluates a company's stewardship of its customers through the quality of its products and services, ethical marketing, data privacy and security, and feedback channels. In addition, this section recognizes products or services that are designed to address a particular social problem for or through its customers, such as health or educational products, arts and media products, serving underserved customers or clients, and services that improve the social impact of other businesses or organizations.

Customer Stewardship1.7
+ Mission Lock4.8
+ Past Performance6
+ Current Fund7.1
+ Positive Impact14.2
+ Portfolio Reporting5.5
+ Capacity Building5.6
+ Fund Governance6

What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.



Previous Overall B Impact Scores

2022 Overall B Impact Score156
2017 Overall B Impact Score146.3
2016 Overall B Impact Score129.9
2015 Overall B Impact Score117.8
2015 Overall B Impact Score113.8
2012 Overall B Impact Score114.3
2009 Overall B Impact Score94

Best for the World

Every year, B Lab recognizes the B Corps that have achieved the highest verified scores in the five impact areas evaluated on the B Impact Assessment.

Best For The World: Changemakers2019
Best For The World: Customers2019
Best For The World: Governance2019
Best For The World: Overall2019
Best For The World: Workers2019
Best For The World: Changemakers2018
Best For The World: Customers2018
Best For The World: Governance2018
Best For The World: Overall2018
Best For The World: Workers2018
Best For The World: Changemakers2017
Best For The World: Customers2017
Best For The World: Governance2017
Best For The World: Overall2017

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